Services
IRA's
IRA’s (Individual Retirement Accounts) are one form of retirement account that can be advantageous to some taxpayers
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Fuduciary
Some firms earn commissions based on hidden agendas and sales quotas — but not us.
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Retirement Planning
Our retirement planning services typically include projections of your likelihood of achieving your financial goals,
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Risk Management
A risk management review includes an analysis of your exposure to major risks that could have a significant adverse impact on your financial picture,
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Tax Planning
Advice may include ways to minimize current and future income taxes as a part of your overall financial planning picture.
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Trust & Estate Planning
We regularly work with our clients and their accountants and attorneys to ensure they always have a current estate plan in place
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Employee Benefits
Are you a business owner looking to add more benefits for your employees but do not know what is out there?
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Business Consulting
Are you worried that your business isn’t as efficient as it could be?
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401K
Work-sponsored retirement plans are an amazing benefit that are sometimes overlooked by business-owners
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Investing
Silver Financial Service provides customized investment advisory solutions for its Clients.
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Teaching
Marta has written and taught classes throughout the State of Maine for private businesses, professional organizations, and community organizations.
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Resources
View Resources.
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